SouthState Bank ยท 2 weeks ago
Managing Director Loan Sales & Hedging
New York, NY
Full-time
Hybrid
Mid, Senior Level
5+ years expSouthState Bank is committed to helping customers move forward with a strong focus on community and personal relationships. The Managing Director Loan Sales & Hedging is responsible for supervising sales efforts, trading, and credit support for structured interest rate derivative products, requiring expertise in financial documentation and client interaction.
BankingFinanceFinancial ServicesLendingWealth Management
Responsibilities
Model, price, and sell structured interest rate, commodity, or forex derivatives to community banks throughout the country
Communicate with lenders, borrowers, and coworkers about pricing commercial loans and interest rate derivatives
Review credit underwriting memorandums and understand loan structure, credit quality, and credit history of potential hedge customers
Review and understand spreadsheets of borrower financial statements, and work with commercial lenders to approve hedge proposals
Draft marketing materials for review by commercial lenders and borrowers
Partner with commercial lenders to sell hedging solutions
Research and analyze financial data, interpret, and prepare reports of financial position with recommendations to commercial lenders and borrowers
Communicate closely with colleagues regarding client interaction and the sales pipelines
Ensure the accuracy of hedge documentation and that closings are timely and accurate
Consistently communicate directly with customers and colleagues
Undertake special projects related to job function as determined by the senior sales team
Qualification
Required
Bachelor's degree in business, finance, or accounting
At least five years work experience related to finance/accounting in lieu of college degree
Understanding of commercial credit and underwriting criteria
Ability to model and price interest rate, commodity, or forex derivatives
Knowledge of CRE lending
Proficient with Microsoft Office Word, Excel, Outlook, and other software that might be utilized in the department
Ability to use the computer efficiently and the capacity to learn new software programs as they are rolled out by the Bank
Must possess basic English language skills to write and speak clearly, and effectively with coworkers and customers
Must be well-organized, accurate, and attentive to detail
Must be cooperative and willing to assist coworkers and customers on a regular basis
Must possess excellent multi-tasking skills and be able to function well under pressure
Must be able to remain composed under pressure and respond to customer and coworker concerns regularly
Must have a keen eye for detail and follow instructions to the letter
Must be patient and willing to help others in solving problems while maintaining a positive attitude at all times
Company
SouthState Bank
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2013-08-09IPO
Leadership Team
D
Dan Bockhorst
Executive Vice President Chief Credit Officer
Recent News
2025-12-16
2025-10-24
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